Work History
Edward Jones
Edward JonesAugust 2023 to CurrentLaxmi Financial Services, LLC
Laxmi Financial Services, LLCOctober 2022 to April 2023
FINANCIAL ADVISOR
Juhee T Patel
AAMS™, CRPC™
7500 Rialto Blvd, Bldg 1 Ste 125, Austin, TX 78735opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
About Juhee
As an Edward Jones financial advisor, I believe in helping clients invest in the market while we invest time in our clients. What sets us apart at Edward Jones is not only our ability solve complex challenges but also our unwavering dedication to the success of our clients. As such, the foundation for my practice is built upon long-lasting partnerships based on trust, transparency and personal attention.
By witnessing my parents' sacrifices and relentless work, I was empowered to dream big, embrace the wealth behind knowledge, and aspire to provide my parents and family with a brighter future. I began...
By witnessing my parents' sacrifices and relentless work, I was empowered to dream big, embrace the wealth behind knowledge, and aspire to provide my parents and family with a brighter future. I began...
Work History
Edward Jones
Edward JonesAugust 2023 to CurrentLaxmi Financial Services, LLC
Laxmi Financial Services, LLCOctober 2022 to April 2023
Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Education
Arizona State University
Arizona State UniversityBachelor of Arts
Education
Arizona State University
Arizona State UniversityBachelor of Arts
Personal Interests
- Yoga
- Tennis
- Taekwondo
- Chess
- Spending Time with Family
Team Members
Mary ShearerSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Weekends
- Web Conferencing
Additional Hours
- Weekends
- Web Conferencing
Location
AustinFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
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